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Investment Outlook: December

Morgans continue to uncover compelling market opportunities amongst the market noise. Early signs point to a recovery in the global economy through 2021, and while conditions are subdued, the Australian economy remains resilient despite the…

Investment Outlook – September 2020

COVID-19 continues to be the prime influence on the investment outlook. At present, the consensus view among forecasters remains that both the global and domestic economies will recover in 2021, which means those sectors previously…

Investment Outlook: August

Reporting season kicks off this month. Investors are waiting for a circuit-breaker to finally see the S&P/ASX 200 break out of its trading range. However, elevated valuations and mixed earnings momentum will likely keep the…

Tempering Investment Expectations

Global market turmoil turned what was always going to be a hectic August into a chaotic one. Macro volatility aside, there’s no hiding the fact that the corporate reporting season was patchy at best and concerning at worst. Reporting season gave…

February reporting season preview

The February results season marks another critical juncture for investors given the recent step-up in volatility. Lower global growth, Euro zone debt concerns and turmoil in the oil market all pose material risks to returns.…

Corrections can be Unnerving

Riding through the Adjustment from Morgans October Investment Watch. Australian equities have fallen around 7% since the end of August. While corrections can be unnerving, Morgans most recent update breaks down the facts to conclude this…

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